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Patten Group’s WisdomTree WT Stock Holding History

Patten Group’s Portfolio WT Stock Details WT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q1 		– Sell
-10
Closed – – 608
2017
Q4 		$0 Buy
+10
New +$115 ﹤0.01% 647

Other funds holding WT

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
TCM
TimesSquare Capital Management New York $5.89B AUM 28.74% 1-Year Est. Return
ACH
ArrowMark Colorado Holdings Denver, Colorado $3.76B AUM 21.77% 1-Year Est. Return
FAM
Fred Alger Management New York $22.8B AUM 64.63% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $61.9B AUM 29.81% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Patten Group's WT Position: Q1 2018 in Review

Patten Group sold out of WisdomTree (WT) in Q1 2018, closing a stake of 10 shares.

Patten Group first reported a position in WT in Q4 2017 and held it in 1 quarter. The position peaked at $0 in Q4 2017. 211 funds tracked by Wall St. Rank hold WT as of Q1 2018.

  • Patten Group reported no remaining WisdomTree position as of Q1 2018 after selling out during the quarter.
  • Patten Group sold 10 WisdomTree shares in Q1 2018.
  • Patten Group first reported a position in WisdomTree in Q4 2017 and held it in 1 quarter.
  • Patten Group's WisdomTree position peaked at $0 in Q4 2017.
  • 211 funds tracked by Wall St. Rank held WisdomTree as of Q1 2018.

Based on Patten Group's 13F filing for Q1 2018, filed 11 May 2018.